How do I move a Mutual fund from one account to another?

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Ken429
Ken429 Member ✭✭

I am combining all my mutual funds at one firm in order to simplify things. How do I move each mutual fund from one account to another without losing all the history. Thanks in advance.

Answers

  • Boatnmaniac
    Boatnmaniac SuperUser ✭✭✭✭✭
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    Do you download transactions from your brokerage(s)? If so, I would suggest waiting to see how the brokerage(s) downloaded the transactions so your Quicken can match what they show in their system(s). If the accounts are located at different brokerages then it is quite likely they will either do Remove Shares in one account and Add Shares in the other account. Or they might do Sell (all shares) and Buy transactions.

    If you are managing your investment accounts manually, then you might want to read the following Support Article: https://www.quicken.com/support/how-do-i-transfer-shares-quicken-windows .

    Quicken Classic Premier (US) Subscription: R55.26 on Windows 11

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